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Nolan Hughes

@Csenge Advisory Group

Latest period2024 - Q3ReportedManaged Assets$1.918BTotal holdings706
Assets growth rate8.83%Assets growth rate (2-Q avg)3.76%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Csenge Advisory Group's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 706 positions.

Assets under management

The assets under management (AUM) of Csenge Advisory Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.918B in assets, with a quarterly growth rate of 8.83% and a 2-quarter average growth rate of 3.76%. The portfolio is managed by Nolan Hughes, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 1.89%
1.56%
$29.833M
1.195M shares@ $24.97 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.57%
1.55%
$29.535M
120,320 shares@ $245.47 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.67%
1.51%
$28.936M
69,504 shares@ $416.32 avg price
IVWIshares Tr
Recent Activity
Decreased -3.49%
1.41%
$26.896M
277,568 shares@ $96.91 avg price
HEFAIshares Tr
Recent Activity
Decreased -5.27%
1.16%
$22.155M
620,946 shares@ $35.68 avg price
IVVIshares Tr
Recent Activity
Increased 3.57%
1.01%
$19.32M
33,176 shares@ $582.35 avg price
SJBProshares Tr
Recent Activity
Increased 9.34%
0.97%
$18.517M
1.136M shares@ $16.31 avg price
HYGIshares Tr
Recent Activity
Decreased -16.64%
0.91%
$17.37M
218,303 shares@ $79.57 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 5.94%
0.83%
$15.837M
83,874 shares@ $188.82 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.93%
0.81%
$15.529M
266,083 shares@ $58.36 avg price